DHUnplugged

Mega mergers announces over the weekend helped to keep some interest in markets. After being down for the past few, markets were able to put in a gain over the last week. Big announcements this week as it is one of the heaviest for this earnings reporting period. Amazon, Google and many others are set […]

Did Janet Yellen just tell us that the Fed’s tools are ineffective? Bonds sold off, the dollar rallies as the potential for a rate hike by the end of the year is a real possibility. Coming into the end of the year, earnings season will play an important role in the direction of markets – […]

The rumor mill is in overdrive. Last week Twitter (TWTR) was said to be up for sale. This week there is some murmurs about the potential for Disney (DIS) to make a bid for Netflix (NFLX) – what is next? For whatever reasons, the U.S. dollar is rallying, even though the ECB send up a […]

The rumor mill is in overdrive. Last week Twitter (TWTR) was said to be up for sale. This week there is some murmurs about the potential for Disney (DIS) to make a bid for Netflix (NFLX) – what is next? For whatever reasons, the U.S. dollar is rallying, even though the ECB send up a […]

A fun week lies ahead for Central Bank fixated traders and investors. More terrorism on U.S. soil – what to make of this and how does that impact the U.S. elections? Another tech hardware announcement that has been long awaited – comes and goes. Is this going to be a game-changer? The S&P’s 11th sector, […]

Last week we discussed that volatility and volume could increase as traders are back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. And right on cue… Bonds have been under pressure as yields are starting to […]

Back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. ISM manufacturing and services reports point to a slowdown while markets remain calm and investors ready to buy any dip. Markets now seem to be in a […]

It was quite the week. First, there was the Fed’s Vice Chair talking up a rate hike – just after Janet Yellen provided a rather dovish speech. Then contrary to what Bill Ackman told the world about Carl Ichan looking to sell his large stake in Herbalife (HLF) – only to announce after the close that he bought another 2.5 million shares. To top it off, Iran said they will pump as much oil as possible, even after the Saudi’s talked up a production freeze. But wait… now we find out that Saudi Arabia pumped the most oil

OPEC is at it again – trying to rescue the price of oil by scare tactics and promises of “potential” production freeze. Unfortunately, while the Saudi oil minister says one thing, IRAQ and IRAN say another. New home sales in the U.S .are on on fire as interest rates are near record lows. Meanwhile the housing market in London appears to be imploding. Friday brings another round of Fed talk with Janey Yellen headlining at the Jackson Hole economic confab. Is there any reason to believe that she will be the slight bit hawkish?

Now that central banks are starting to get the point that more of the same is not working, they are looking to change their targets. Markets slip from all-time highs as China and U.S. economic data softens. Inflation tame, GDP slow, just another day at the eco-office. Many of the well-known hedge funds are dumping Apple (AAPL) while Buffett’s Berkshire Hathaway is buying. Click HERE for Show Notes and Links Market volumes are anemic, but buyers still pushing in as they are in TINA mode. THERE IS NO ALTERNATIVE Twitter (TWTR) – Was